phil and buzz

Remembering Our Fathers

I lost my dad seventeen years ago (that’s him, at left in the photo, with my uncle in the 1930s). Take time out today to treasure every moment of life, family and friends.

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Happy Father’s Day!

Happy Father’s Day! To all the fathers, grandfathers, and just good guys out there….you are appreciated! No one could ever take your place.

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Barron’s Top Independent Women Advisors Conference

It may be over 90 degrees outside on the streets of Washington D.C., but we’re having a “cool” time inside at the Barron’s Top Independent Women Advisors Conference! Select women financial advisors from across the country are here to network and learn about what’s new in investments, marketing, client service, and women’s entrepreneurship, with presentations by Pauline […]

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NYT women entrepreneurs

Why Don’t More Women Start Their Own Business?

What holds many women back from starting a business? According to new research cited by The New York Times, there are plenty of qualified women with business-ready skills, but not enough mentors, role models, or support networks. Despite making up about half the workforce, women own only 36% of companies in the U.S., says author Claire […]

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China: Still An Engine For Global Growth

BlackRock’s Chief Investment Officer Rick Reider, who oversees management of over $1 trillion in bond investments, had some interesting insights at the recent Morningstar investment conference in Chicago. The first is that despite the Federal Reserve’s rate hiking, bond yields will likely remain low for a long time. That should make U.S. investors feel more […]

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Don’t Forget: Estimated Tax Payments Due June 15

Don’t forget…. If you pay quarterly estimated taxes, your second estimate for 2017 is due Thursday, June 15.

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Our Best Interest Commitment To You

You may be aware that the Department of Labor has sponsored new consumer protections for retirement investors to ensure that financial advisors act in a consumer’s best interest. “While many investors think that their financial adviser already is required to act in their best interest – like their doctor or their lawyer – the law […]

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Quote Of The Week: Is Tax Reform DOA?

“The boldest ideas for changing the nation’s tax code are either dead or on political life support, as the Republican effort in Congress to reshape the tax system moves much more slowly than lawmakers and their allies in business had hoped. …. The clear winner, so far, is the status quo.” Richard Rubin, “GOP Bid […]

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3 Fast Facts: How Adult Children Help Out With Long-Term Care

Fact #1:   17 percent of adult children will serve as caregivers for their aging parents. Fact #2:   Those who do help out with caregiving will spend an average of 77 hours per month, which can “strain both their finances and their health,” says a recent study by the Center for Retirement Research at […]

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greg blatt with dog

The Dog Did It: How One Rescue Pooch Saved Her Owner Over $400,000 In Taxes

You’ve heard that a dog is a man’s best friend, right? Here’s a heartwarming story about a man who loved his rescue dog so much that he transported her cross-country when his job relocated. She repaid his devotion by saving him $430,000 in a landmark New York tax case. Gregory Blatt, CEO of dating sites Match.com, Tinder, and […]

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